Ameriprise’s CareCloud CCLD Stock Holding History

Ameriprise’s Portfolio CCLD Stock Details CCLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$936K	Sell	441,651 -241,862	-35%	-$625K	﹤0.01%	3432
2026 Q1	$2.5M	Sell	683,513 -622,784	-48%	-$1.78M	﹤0.01%	2844
2025 Q4	$3.82M	Sell	1,306,297 -315,726	-19%	-$999K	﹤0.01%	2621
2025 Q3	$5.21M	Sell	1,622,023 -255,061	-14%	-$739K	﹤0.01%	2420
2025 Q2	$4.43M	Sell	1,877,084 -2,090	-0.1%	-$3.97K	﹤0.01%	2457
2025 Q1	$2.61M	Buy	+1,879,174	New	+$5.54M	﹤0.01%	2751
2022 Q4	–	Sell	-77,666	Closed	-$324K	–	3975
2022 Q3	$324K	Sell	77,666 -2,355	-3%	-$9.39K	﹤0.01%	3556
2022 Q2	$275K	Sell	80,021 -826	-1%	-$3.28K	﹤0.01%	3594
2022 Q1	$417K	Buy	80,847 +1,909	+2%	+$10.5K	﹤0.01%	3542
2021 Q4	$499K	Buy	+78,938	New	+$559K	﹤0.01%	3527

Other funds holding CCLD

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Globeflex Capital San Diego, California $783M AUM 81.58% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Ameriprise's CCLD Position: Q2 2026 in Review

Ameriprise reduced its CareCloud (CCLD) stake by 35% in Q2 2026, selling an estimated $625K and leaving 441,651 shares worth $936K. The position accounts for ﹤0.01% of the portfolio, ranked #3432.

Ameriprise first reported a position in CCLD in Q4 2021 and has held it in 10 quarters since. The position peaked at $5.21M in Q3 2025. 65 funds tracked by Wall St. Rank hold CCLD as of Q2 2026.

Ameriprise held 441,651 shares of CareCloud worth $936K as of Q2 2026.
Ameriprise sold 241,862 CareCloud shares in Q2 2026, an estimated $625K.
CareCloud made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3432 holding.
Ameriprise first reported a position in CareCloud in Q4 2021 and has held it in 10 quarters since.
Ameriprise's CareCloud position peaked at $5.21M in Q3 2025.
65 funds tracked by Wall St. Rank held CareCloud as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.